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10 Best CRM Analytical Tools Example

Analytical CRM is a game-changer in customer relationship management, utilizing data to revolutionize business development strategies. This guide explores the world of analytical CRM, a tool that not only stores but intelligently analyzes customer data for enhanced operations, heightened satisfaction, and growth.

Discover how analytical CRM systems support structured decision-making by aggregating and analyzing data from various channels. We present a curated list of top 10 CRM analytics tools, each adept at turning massive data into actionable insights, enabling effective customer segmentation and trend forecasting.

The ultimate payoff: improved customer acquisition, retention, and streamlined data management.

Table of contents

CRM Analytical Technology Applications

Discovering Trends and Forecasting

Analytical CRM tools decode complex data, revealing crucial trends and forecasting future developments. By analyzing past sales trends, current leads, and opportunities, these tools identify patterns in purchasing behavior. This enables businesses to conduct sales forecasting, predict trends’ speed, and anticipate geographical locations, providing a strategic edge. Utilizing algorithms, machine learning, and business intelligence streamlines data refinement, ensuring optimal business outcomes with minimal manual effort.

Customer Satisfaction

Analytical CRM facilitates individualized customer benefits by collecting and analyzing diverse customer data from multiple channels. Building comprehensive customer profiles, understanding values and preferences, and determining demographic and geographic information contribute to a holistic understanding of the customer life cycle. This quantitative data aids in engaging and converting leads, ultimately improving customer experience and fostering loyalty, providing room for business scalability.

Marketing Campaign Optimization

Analytical CRM rationalizes marketing efforts by identifying successful campaigns, optimizing resource allocation, and minimizing time, money, and human resource expenditures. Tracking leads across various channels and employing lead scoring tools enable precise metrics on customers at different levels, facilitating boutique, hyper-targeted campaigns. This approach replaces outdated mass-blast marketing, ensuring more effective and efficient marketing strategies.

Optimization of Marketing & Sales Activity

Predictive modeling for marketing leverages big data and business intelligence to anticipate customer behavior, enabling strategic planning. Analyzing past and current trends enhances understanding of effective marketing and sales strategies, guiding resource allocation for optimal results. In-depth monitoring of sales activity offers clear insights into sales representatives’ performance, aiding task management and delegation.

Data Warehousing and Data Mining

Data warehousing consolidates secure storage of data from various sources, enabling quick access for analytical purposes. Data mining analyzes large datasets to identify meaningful patterns automatically. This process ensures rapid deployment of relevant information for developing effective marketing, sales, and customer service strategies.

Online Analytical Processing (OLAP)

OLAP unifies different datasets, providing a multidimensional view for real-time decision-making. With flexibility to aggregate or drill down into data, OLAP enhances decision-makers’ ability to gather specific, comparative insights. This technology empowers users to make hyper-rational decisions by selecting and utilizing all relevant information effectively.

Benefits of Analytical CRM Systems

Analytical CRM systems offer crucial benefits for business growth, focusing on expanding networks, closing more deals, and nurturing enduring customer relationships.

Customer Analysis: Customer analytics generate reports on customer behavior, producing comprehensive profiles and identifying specific customer segments for business opportunities. It guides market segmentation, sales, marketing, and informs future product and service offerings.
Sales Analysis: Sales analytics examine overall sales processes, understanding the sales cycle, refining the sales pipeline, and predicting future sales volumes and profitability. Sales reports facilitate organizational priority adjustments and sales rep assignments.
Market Analysis: Marketing analytics assist in planning, managing, and scaling marketing campaigns, offering insights on resource placement, product/service marketing, and discovering new marketing opportunities.
Service Analysis: Service reports aggregate information from polls, sentiment analysis, etc., to enhance customer service offerings, allocate resources effectively, and balance service costs with revenues.
Channel Analysis: Channel analysis evaluates performance across different channels, guiding businesses to determine customer preferences and refine communication strategies for more effective public engagement.

10 Best CRM Analytical Tools

Salesforce Einstein – Best CRM analytics software overall
HubSpot Marketing Analytics – Top CRM data analysis for marketing
Zoho Analytics – Great analytical CRM for small teams
Zendesk Explore – Great CRM analytics tool for customer support
Freshworks Neo – Good CRM for sales process analytics
Creatio – Good CRM for workflow analytics
Insightly – Top analytical CRM for medium and large business
Bitrix24 – Good CRM for social media ad analytics
Grow – Great analytics tool for business intelligence
Mixpanel – Top tool for software as a service analytics

Here’s our curated list of the top 10 analytical CRM tools:

Salesforce Einstein (Best Overall Analytical CRM)

Why we chose it

Salesforce Einstein stands out as the best overall analytical CRM tool due to its advanced AI capabilities, particularly the Einstein Prediction Builder. This feature empowers businesses to create custom AI models, predicting various outcomes and transforming data into a strategic asset. Integrated seamlessly into the Salesforce platform, it offers a comprehensive 360-degree view of the customer journey.

Pros

Advanced cloud-based BI analytics platform with pre-trained machine learning models.
Adapts and becomes more intelligent as additional data becomes available.
Features automated storytelling for easy data sharing.

Cons

Relatively expensive for small businesses.
Customer service responsiveness can be inconsistent.

Pricing

Sales Cloud Einstein: $50/user/month (billed annually)
Service Cloud Einstein: $50/user/month (billed annually)
Einstein Predictions: $75/user/month (billed annually)

HubSpot Marketing Analytics (Top CRM Data Analysis for Marketing)

Why we chose it

HubSpot, a pioneer in the inbound marketing movement, brings forth Marketing Analytics and Dashboard software, making it a standout choice for marketing needs. Our selection is based on its user-friendly interface and comprehensive analytics, seamlessly integrating with the broader CRM platform. This integration provides a holistic view of marketing ROI, ensuring informed decision-making.

Pros

HubSpot CRM acts as the foundation in the product ecosystem, serving as a data repository for all inbound information.
Free CRM with built-in analytics and reporting metrics.
Integrated Marketing Hub enhances analytical CRM features for measuring campaign success.

Cons

There’s a notable price jump between HubSpot’s Marketing Hub Starter and Professional plans.

Pricing

HubSpot CRM: Free version available
Marketing Hub Starter: $45/month (billed annually)
Marketing Hub Professional: $800/month (billed annually)
Marketing Hub Enterprise: $3,200/month (billed annually)

Zoho Analytics (Great analytical CRM for small teams)

Why we chose it

Zoho Analytics is an excellent analytical CRM tool for its affordability and ease of use, and we believe this makes it particularly attractive for small teams.

Zoho Analytics offers unique features, such as an AI-powered assistant. This assistant can generate reports through conversational queries, which is an excellent advantage if you’re not well-versed in complex data analysis.

Additionally, the extensive range of connectors for integrating various data sources is a boon. It means you can bring together diverse data for comprehensive insights.

These capabilities enable you to gain deep insights without facing a steep learning curve or needing heavy IT support. Zoho’s suitability for smaller operations and its robust, scalable analytics make it our top choice for small teams looking to leverage CRM data efficiently.

Pros

Zoho Analytics offers in-depth reporting, data analysis, and automatic or scheduled data sync from apps, servers, and any other places it might be (.CSV files, Microsoft Excel, Google Drive, Microsoft OneDrive, etc.).
The platform provides a drag-and-drop, highly visual user interface with deep analytical tools and collaborative features.

Cons

UI is visually attractive and generally practical but not as customizable as possible. Reporting data is served on Zoho servers, so you can’t access your data outside of the app.

Pricing

The free CRM version is suitable for two users
The basic plan is $24 per month, billed annually
The standard plan is $48 per month, billed annually
The premium plan is $115 per month, billed annually
Enterprise plan is $455 per month, billed annually

Zendesk Explore (Excellent CRM Analytics Tool for Customer Support)

Why we chose it

Zendesk Explore is a valuable asset for businesses aiming to enhance customer support services. Specializing in customer support analytics, it provides pre-built dashboards and customizable reports for real-time tracking of support performance metrics. The seamless integration with Zendesk’s customer service platform ensures improved customer experiences through data-driven insights. While not real-time, the tool’s hourly data refresh and intuitive dashboards make it an essential CRM analytics tool for customer support.

Pros

Omnichannel analytics and intuitive dashboards facilitate easy tracking of key performance indicators (KPIs).
Forms part of the broader Zendesk toolkit, pulling data from support and service operations to measure and enhance customer experience.

Cons

Data refresh occurs every hour, not in real-time.
Generating complex reports may pose challenges.

Pricing

Zendesk Service Suite: $49/user/month (billed annually)
Zendesk Service Growth: $79/user/month (billed annually)
Zendesk Service Professional: $99/user/month (billed annually)

Grow (Excellent Analytics Tool for Business Intelligence)

Why we chose it

Grow stands out as an exceptional analytics and business insights tool, seamlessly integrating with major CRMs like Salesforce. While not a full CRM, it complements existing systems, offering unique features such as interactive dashboards and complex data calculations. Its focus on business intelligence, data integration, and visualization, coupled with a user-friendly interface, makes Grow a top choice for organizations seeking actionable insights and informed decision-making.

Pros

Business intelligence solutions cater to small and scaling businesses, democratizing deep data insights.
Clear definition and unification of data, metrics, and analytics result in visually intuitive representations and intelligent predictions.
Integration with Google Analytics enhances data analysis by combining web analytics with CRM data.

Cons

Limited customization options.
The highly visual UI may experience occasional lags.

Pricing

Grow starts at $1,500 per month

Mixpanel (Premier Tool for Software-as-a-Service Analytics)

Why we chose it

Mixpanel stands out as a formidable business app working in tandem with top CRM software for analytics, such as Zoho. It specializes in delivering advanced user analytics, particularly tracking user interactions across websites and apps. Mixpanel’s distinctive event-based tracking system provides a detailed analysis of user behavior, offering invaluable insights into digital platform interactions. The capability for cohort analysis further enhances user engagement, making Mixpanel an essential tool for businesses aiming to understand and elevate the user experience.

Pros

User analytics tools decode visitor, lead, and customer behavior for informed decision-making.
Robust features encompass correlation analysis, look-alike modeling, and other data science techniques.
Enables precise measurement of user behavior, facilitating informed decisions about business goals.

Cons

Learning curve is somewhat steep.
Limited team collaboration options.

Pricing

Mixpanel offers a free version.
Growth plan starts at $25 per month.

Freshworks Neo (Optimal for Sales Process Analytics)

Why we chose it

Freshworks, encompassing various products like Freshsales, Freshmarketer, and Freshdesk, offers Freshdesk Neo as its analytics tool. This versatile tool, working across multiple Freshworks products, provides a unified view of customer data from sales, marketing, and support.

The cohesive picture of the customer journey enhances the understanding of customer needs, and Freshworks Neo stands out with its Freddy AI, offering intelligent insights and predictions. This AI-driven approach significantly boosts customer engagement and identifies sales opportunities, empowering businesses to stay competitive.

Additionally, the platform’s agility shines through its flexible and extensible framework, supporting a marketplace of over 1,100 apps. This extensibility allows businesses to tailor their CRM experience extensively.

Pros

Freshworks Neo provides valuable insights from the initial customer contact to the entire lifecycle.
Offers aggregate data insights with the flexibility to delve into detailed data.
Easy setup for reporting and a clear dashboard enhance user experience.

Cons

The more robust analytics tools within the Neo set are available in higher pricing tiers.

Pricing

Free versions of Freshworks apps are available.
Freshsales starts at $15/user/month, billed annually.
Freshdesk starts at $15/user/month, billed annually.
Freshmarketer starts at $19/user/month, billed annually.

Creatio (Ideal for Workflow Analytics)

Why we chose it

Creatio stands out as a platform that empowers users to establish business automations effortlessly, even without coding expertise. The tool’s process-driven approach aligns sales, and marketing service management seamlessly with advanced analytics. Creatio’s strength lies in enabling the design and automation of intricate processes without the need for deep technical knowledge. The powerful system designer facilitates customization of analytics and workflows directly from the user interface, eliminating the necessity for additional programming.

Pros

Creatio’s marketing module offers business process management for setting up automations, providing effective monitoring and analysis of workflow efficiency.
In the sales domain, Creatio offers customer database analytics, collecting a range of customer data to enhance pipeline movement and prioritize customers effectively.

Cons

Creatio offers both cloud and on-site setups, with the on-site version being more affordable. This may inconvenience users who prefer the convenience of the cloud.

Pricing

Various editions are available with composable pricing, allowing users to choose the edition that best suits their needs.
Creatio offers a 14-day free trial for testing all available features.
Growth starts from $25/user/month, providing automation for SMB clients.
Enterprise starts from $55/user/month, offering full-scale automation for corporate and enterprise needs.
Unlimited starts from $85/user/month, delivering limitless automation for advanced enterprise scenarios.

Insightly (Premier Analytical CRM for Medium and Large Businesses)

Why we chose it

Insightly earns recognition as a premier analytical CRM tool due to its seamless integration of comprehensive customer data, offering a holistic 360-degree view of the customer. This integration enhances customer interaction and relationship management significantly. Unique to Insightly are features like relationship linking, which visually maps out the intricate web of relationships between contacts and organizations. Additionally, the CRM seamlessly incorporates project management capabilities, making Insightly a versatile tool not only for CRM functions but also for managing post-sale customer interactions and project delivery.

Pros

Insightly’s analytics extend beyond planning and executing marketing strategies, including email marketing campaigns. Users can assess the success of these strategies through Insightly’s analytics, which operate on the CRM data at the core of the system.
The visual dashboards provided by Insightly are not only informative but also visually appealing.

Cons

Insightly is positioned as a premium CRM system, and its analytics features are available in the more advanced versions, which may make it less budget-friendly for some users.

Pricing

CRM Professional is priced at $49/user/month, billed annually.
CRM Enterprise is available at $99/user/month.
Marketing Plus starts at $299/month.
Marketing Professional starts at $599/month.

Bitrix24 (Ideal for Social Media Ad Analytics)

Why we chose it

Bitrix24 stands out as an ideal CRM for teams seeking collaboration and robust digital marketing strategies, offering a comprehensive suite of sales and marketing features, with a notable emphasis on powerful social media ad analytics. The platform’s built-in telephony features, allowing call tracking within the CRM, and workflow automation based on social media interactions and ad performance, are significant assets for streamlining marketing efforts and improving response times. Bitrix24’s detailed reports on social media advertising outcomes make it a top choice for businesses aiming to enhance ad analytics and customer engagement across social platforms.

Pros

Bitrix24’s sales intelligence tools cover various aspects, providing insights into the customer journey from the initial CRM contact to deal closure.
The platform offers ad payback, traffic, and keyword analysis, with advanced versions allowing in-depth analysis of ad activity on social media platforms like Facebook and Instagram.